Organizer

8. Organizer

The Organizer is a task / note manager.

The main screen is available at Embedded ERP > Organizer

From this screen, you can add a new “organizer” using the “Add New” button, and you can also edit an existing one by clicking on the “pen” icon from the Action column

An organizer can be associated to different Magento and ERP objects:

• Orders (Sales > Orders)
  
• Suppliers (ERP > Suppliers)
  
• Purchase Orders (ERP > Purchase Orders)
  
• Supplier Invoices (ERP > Supplier Invoices)
  
• Stock transfer (ERP > Stock Transfer)
  
• Stock Take (ERP > Stock Take)
  

If an organizer is associated with one of these objects. You’ll find an “info” icon on the dedicated grid.

In our example, the organizer is associated to the Magento order #000000006.

Note

If you place your mouse cursor on the “info” icon, the organizer comment is displayed in a tooltip

Note

An organizer associated to a Magento order will also be displayed in the “Prepare orders” screen during the “Packing” step

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